Putting things in
Focus
Find Your
Balance
We understand that life is about balance, or finding a way to make the pieces of your life (work, family, leisure etc.) fit together in way that works for you. Our job is to help you find this balance, so that you can be confident nothing in your financial life gets in the way of you finding the best fit for your personal circumstances or your overall financial goals.
Getting to know you
Whether you come to us to discuss financial planning, retirement, investments or protection, things will be different. We’ll spend much less time talking about products and more time getting to know you, your needs and circumstances, and more importantly what you are prepared to do to reach to your goals.
Here’s some of the areas we can help you with…
Financial
Planning
We like to approach financial planning in a holistic manner, meaning that the plan we prepare with you incorporates all your present financial means, and relates specifically to the product or service discussed to help achieve your future goals.
The path to your financial goals may not be a straight one but when you work with us we can advise you at each step of your journey so you can confidently manage whatever life throws at you. So before you decide to make that once in a lifetime investment, top-up your pension or treat yourself by buying that car – consider creating a Financial Plan.
WARNING: While it is possible to have a standalone financial planning discussion, you should be aware that if we provide financial planning as a standalone service, the provision of this service does not require licensing, registration or authorisation by the Central Bank of Ireland, and is not covered by Central Bank rules or by a statutory compensation scheme.
Retirement
Planning
When it comes time to retire we all want to be able to enjoy the finer things, however the reality is if you want a financially secure retirement it is important to start planning for it sooner rather than later. That’s why your pension is one of the most valuable benefits you are likely to have in your lifetime.
When preparing our retirement advice we’ll review what’s on offer from a range of pension providers across the market to make sure that whether you are just starting your pension, mid-way through your journey or you are on the retirement countdown we can help you make sense of the various charges, tax reliefs, investment funds and benefit options on offer.
Investments
Making an investment decision can feel a little daunting, even to experienced investors. Regardless of your life-stage or how much or how little you want to invest, we can help you understand your appetite for risk and provide you with an unbiased view of the different products and providers.
Based on your goals and objectives, we will aim to simplify and demystify investments by providing you with straight forward advice and a clear investment strategy so you can be sure your nest egg is taken care of and you are in control of your investment portfolio.
Protection
Protection policies are designed to give you peace of mind in the event of your death or if you find yourself diagnosed with a serious illness.
We know that thinking along these lines can be distressing but we can work with you and help you identify where your financial vulnerabilities lie. Whether you want to protect your family or provide extra security for your business we will research the market to prepare a personalised recommendation of the types of cover that will suit your needs so that you can be confident your loved ones or your company’s interests are taken care of should the worst happen.
Corporate
Support
As financial brokers we understand the complexities of setting up employee benefits, we can help you and your business provide valuable employee benefits that can aid in attracting and retaining staff while supporting the company’s goals and culture.
Here’s some of the areas we can help your company with…
Company
Pensions
Company pensions are a cornerstone of financial security, providing employees with a reliable source of income in retirement. Your company pension scheme can not only help in attracting and retaining talent but can also promote a sense of financial well-being among the workforce.
Overall, company pensions represent a win-win for both employers and employees, making them an essential component of employment benefits.
Corporate
Protection
In addition to Key Person Insurance, company protection benefits like Death in Service or Disability Cover are an essential part of your employee benefit package as they provide financial security and peace of mind for employees.
These benefits also help maintain productivity by supporting employees through difficult times, allowing them to focus on recovery without the stress of financial hardship.
Corporate
Investments
Corporate investments represent a proactive approach to financial management, ensuring that your business’s cash reserves are working as hard as your business itself. Reinvest in your company by diversifying revenue streams and maximising on the returns of your surplus cash.
By investing wisely, businesses can strengthen their economic position and secure a more prosperous future.
Working
With Us
Clients First
Ranging from young people starting out on their financial planning journey to those in retirement who are looking to make the most of life after work, many of our clients and their families have been with us for decades and have trusted us to guide them on their journey.
We feel this is because our core principles of putting our clients first, being straight, honest and operating in a plain and jargon free way have never changed – throughout the past financial good times and the recent bad.
Who We Deal With
